Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bisser is an investment advisor representative at U.S. Bancorp Investments, Inc. Gregory has been in the financial services industry since 1990, serving clients in a variety of capacities. Gregory holds the Series 6, 7, and 63 securities licenses as well as the SIE and Series 65 registrations. Gregory is a member of the Finance Committee for Basilica of St. Josaphat Church and the Conventual Franciscans Friars of St. Bonaventure Province.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WI
03/31/2010 - Present
U.s. Bancorp Investments, Inc. (Greendale WI)
WI
11/13/2009 - 04/01/2010
PNC INVESTMENTS (MILWAUKEE WI)
WI
01/18/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (GREENDALE WI)
WI
02/28/2005 - 01/31/2008
INVEST FINANCIAL CORPORATION (WEST ALLIS WI)
IL
10/01/1999 - 02/28/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
12/02/1997 - 10/01/1999
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
MO
04/14/1997 - 12/05/1997
FFP SECURITIES, INC. (CHESTERFIELD MO)
TX
09/01/1994 - 05/06/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
01/17/1991 - 09/01/1994
HAMILTON INVESTMENTS, INC.
NA
08/17/1990 - 01/18/1991
WHITEHOUSE & MOORE INVESTMENTS, INC.
NA
04/26/1990 - 08/10/1990
BLINDER, ROBINSON & CO., INC.
NJ
03/12/1990 - 04/05/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 08/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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